Boost Efficiency with Document Automation for Financial Services
98% renewal rate
Remain Innovative with Document Automation Built for Finance
Win More Business
Provide Extra Value to Clients
Boost Employee Satisfaction
Boost Productivity with the Best Document Automation Solution
Efficiently Build Pitchbooks, Proposals and Reports
Say goodbye to manually searching for up-to-date templates, building a table of contents and updating page numbers. UpSlide’s software automates document creation.
Guarantee Everyone is Using the Latest, Brand Compliant Templates
Access automated, branded templates directly within your favorite Microsoft 365 applications.
Reduce the Time Spent Manually Structuring and Updating Deliverables
Automatically structure PowerPoint presentations in one click. Even when changes occur, guarantee the table of contents, sections and page numbers are up-to-date.
Create Perfectly Branded Documents Every Time
Forget spending hours sourcing on-brand content and formatting slides. UpSlide makes it easy to remain brand compliant by providing access to automated formatting tools.
Easily Build Documents with Up-to-Date, On-Brand Corporate Materials
Access the latest slides, logos, tombstones, disclaimers and more from a centralized PowerPoint, Word and Excel library.
Ensure Tables, Bullet Points, and Shapes Are Formatted to Your Brand Guidelines
Guarantee elements within pitchbooks, proposals, and reports are perfectly formatted and positioned correctly with automated formatting tools.
Investment Banking Software 2024: Challenges, Trends and Strategies
Gain exclusive access to insights about how global investment banks are approaching their software spending in 2024 and beyond.
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This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.
Claus Hansen-Damm, COO
Automatically Update all Data Points in Reports with One Click
Manually exporting and updating data in deliverables is a time-consuming, error-prone process. Leverage UpSlide to ensure teams efficiently produce accurate documents.
Accelerate the Creation of Reports by Linking Excel or Power BI Data from Within PowerPoint or Word
Say goodbye to fiddly copy and pasting; easily export high resolution charts, tables, figures and text into your report in seconds.
Guarantee Data Accuracy by Refreshing Thousands of Data Points with One Click
Safely update all chosen data points in seconds, thanks to our unbreakable link. Edit slicer values from within PowerPoint/Word to create duplicate reports.
Proof and Perfect Documents in Half the Time
Put the time spent manually fine-tuning your documents to better use with UpSlide’s automated proofing tools.
Automatically Check for Errors and Inaccuracies
Quickly identify and fix outdated content, non-compliant fonts and misaligned shapes to guarantee high-quality documents.
Get Your Document Client-Ready in Seconds, Not Hours
Finalize reports faster by cleaning up notes and comments on a deck in seconds, plus optimize the file size before sharing.
Trusted by Financial and Professional Services Teams for Over a Decade
Best-in-Class Technical Support
Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to in under an hour.
In-House Adoption Experts
Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.
Enterprise-Level
Security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
Industry-Focused Innovation
We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.
Trusted by Financial and Professional Services Teams for Over a Decade
Best-in-Class Technical Support
Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to in under an hour.
In-House Adoption Experts
Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.
Enterprise-Level Security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
Industry-Focused Innovation
We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.
Discover our full guide to using document automation in financial services
